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MongoDB, Inc.

MDB
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001441816

In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 5 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.

13F holders, Q2 2022

Institutional positions in MongoDB, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
539
−23 vs. Q1 2022
Shares held
61.7M
+1.27M (+2.1%) vs. Q1 2022
Total value
$16.0B
−$10.7B (−40.1%) vs. Q1 2022
New holders
74
231 more added
Sold out
97
159 more reduced

9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 539 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ2 2022: $16.0B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2022.

Institutions holding MDB in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Leverage Partners Absolute Return Fund SPC2,000$519.0K0.56%+2,000New
Shell Asset Management Co2,020$524.0K0.02%+133+7.0%Added
Dynamic Technology Lab Private Ltd2,020$524.0K0.06%+2,020New
Synergy Financial Group, LTD2,025$525.0K0.82%−209−9.4%Reduced
Gsa Capital Partners LLP2,026$526.0K0.08%+1,501+285.9%Added
Weiss Asset Management LP2,056$534.0K0.01%+2,056New
Wealthfront Advisers LLC2,082$540.0K0.00%+793+61.5%Added
CWM, LLC2,089$542.0K0.00%+60+3.0%Added
HighPoint Advisor Group LLC1,838$559.0K0.06%+1,838New
Healthcare of Ontario Pension Plan Trust Fund2,193$569.0K0.00%+2,193New
Raymond James Financial Services Advisors, Inc.2,217$575.0K0.00%−1,372−38.2%Reduced
Venturi Wealth Management, LLC2,240$581.0K0.05%00.0%Unchanged
Eqis Capital Management, Inc.2,253$584.7K0.06%+1,120+98.9%Added
Affinity Investment Advisors, LLC2,277$591.0K0.29%+3+0.1%Added
Vident Investment Advisory, LLC2,267$594.0K0.02%−209−8.4%Reduced
Kovack Advisors, Inc.2,298$596.0K0.08%+80+3.6%Added
Joel Isaacson & Co., LLC2,304$598.0K0.05%00.0%Unchanged
Carnegie Capital Asset Management, LLC2,310$599.0K0.03%+43+1.9%Added
Kore Private Wealth LLC2,395$622.0K0.10%−8−0.3%Reduced
Aft, Forsyth & Company, Inc.2,415$627.0K0.51%−10−0.4%Reduced
LBMC Investment Advisors, LLC2,500$649.0K0.07%00.0%Unchanged
Commerce Bank2,509$651.0K0.01%+466+22.8%Added
Wedbush Securities Inc2,539$659.0K0.04%+286+12.7%Added
Prospera Financial Services Inc2,542$660.0K0.03%+451+21.6%Added
Aj Wealth Strategies, LLC2,572$667.0K0.04%−255−9.0%Reduced
CenterBook Partners LP2,603$675.0K0.14%+1,023+64.7%Added
IMA Wealth, Inc.2,600$675.0K0.17%+2,600New
Tocqueville Asset Management L.P.2,625$681.0K0.01%00.0%Unchanged
Perigon Wealth Management, LLC2,669$693.0K0.06%−153−5.4%Reduced
Duality Advisers, LP2,678$695.0K0.07%+2,678New
ProShare Advisors LLC2,704$702.0K0.00%−1,134−29.5%Reduced
Spouting Rock Asset Management, LLC2,711$704.0K0.46%+2,711New
Brown Brothers Harriman & Co2,715$705.0K0.01%00.0%Unchanged
SG Americas Securities, LLC2,793$725.0K0.01%−10,013−78.2%Reduced
CIBC Asset Management Inc2,832$735.0K0.00%−1,702−37.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,847$739.0K0.00%−8,171−74.2%Reduced
Assetmark, Inc2,885$749.0K0.00%+809+39.0%Added
JustInvest LLC2,952$766.0K0.04%+282+10.6%Added
Private Advisor Group, LLC2,991$776.0K0.01%+95+3.3%Added
Twin Focus Capital Partners, LLC3,010$781.0K0.18%+10+0.3%Added
Brinker Capital Investments, LLC3,024$785.0K0.01%−49−1.6%Reduced
Jackson Square Capital, LLC3,051$792.0K0.33%−773−20.2%Reduced
Clearbridge Investments, LLC3,054$793.0K0.00%+3,054New
Steel Peak Wealth Management LLC3,064$795.0K0.06%+1,313+75.0%Added
Avestar Capital, LLC3,088$801.0K0.22%00.0%Unchanged
Princeton Capital Management LLC3,119$809.0K0.31%+512+19.6%Added
Nisa Investment Advisors, LLC3,170$823.0K0.01%+2,900+1,074.1%Added
Cherry Creek Investment Advisors, Inc.3,233$839.0K0.68%00.0%Unchanged
Sciencast Management LP2,732$840.0K0.19%+2,137+359.2%Added
Wesbanco Bank Inc3,285$852.0K0.04%−1,347−29.1%Reduced
AlphaCrest Capital Management LLC3,334$865.0K0.04%+2,278+215.7%Added
First Growth Investment Manager LP3,350$869.0K1.21%00.0%Unchanged
ETF Managers Group, LLC3,140$869.0K0.03%−103−3.2%Reduced
Harbor Capital Advisors, Inc.3,373$875.0K0.67%−10−0.3%Reduced
National Bank of Canada3,311$886.0K0.00%+430+14.9%Added
Ethic Inc.3,540$919.0K0.06%+208+6.2%Added
XTX Topco Ltd3,566$925.0K0.38%+3,566New
Putnam Investments LLC3,600$934.0K0.00%−24,059−87.0%Reduced
Baillie Gifford & Co3,606$935.0K0.00%+3,390+1,569.4%Added
Y-Intercept (Hong Kong) Ltd3,634$943.0K0.12%+3,634New
US Bancorp3,636$944.0K0.00%+369+11.3%Added
Benjamin F. Edwards & Company, Inc.3,657$949.0K0.05%−485−11.7%Reduced
Generali Investments Towarzystwo Funduszy Inwestycyjnych3,700$960.1K1.48%+1,300+54.2%Added
MML Investors Services, LLC3,707$962.0K0.01%+314+9.3%Added
Pinebridge Investments, L.P.3,716$964.0K0.01%−379−9.3%Reduced
Corton Capital Inc.3,806$988.0K0.93%+2,113+124.8%Added
MetLife Investment Management3,898$1.01M0.01%−211−5.1%Reduced
Candriam Luxembourg S.C.A.3,917$1.02M0.01%−734−15.8%Reduced
Red Spruce Capital, LLC3,985$1.03M0.69%+123+3.2%Added
Oppenheimer & Co Inc4,070$1.06M0.02%+137+3.5%Added
Twinbeech Capital LP4,132$1.07M0.05%+1,566+61.0%Added
Two Sigma Securities, LLC4,144$1.07M0.19%−1,000−19.4%Reduced
Octahedron Capital Management L.P.4,200$1.09M0.88%−500−10.6%Reduced
Delphia (USA) Inc.4,225$1.10M0.75%+2,993+242.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd4,309$1.12M0.03%+1,003+30.3%Added
Schroder Investment Management Group4,309$1.12M0.00%+1,806+72.2%Added
Truist Financial Corp4,343$1.13M0.00%−4,007−48.0%Reduced
Emerald Advisers, LLC4,396$1.14M0.06%−40−0.9%Reduced
Silicon Valley Community Foundation4,399$1.14M0.09%−64−1.4%Reduced
Achmea Investment Management B.V.4,465$1.16M0.04%00.0%Unchanged
Bridgewater Associates, LP4,591$1.19M0.01%+998+27.8%Added
FIL Ltd4,596$1.19M0.00%−1,192−20.6%Reduced
Calamos Advisors LLC4,801$1.25M0.01%+686+16.7%Added
Gotham Asset Management, LLC4,850$1.26M0.04%−7,449−60.6%Reduced
Daiwa Securities Group Inc.4,852$1.26M0.01%+464+10.6%Added
Maryland State Retirement & Pension System4,871$1.26M0.04%00.0%Unchanged
Summit Global Investments4,965$1.29M0.11%00.0%Unchanged
Trexquant Investment LP4,995$1.30M0.06%+2,326+87.1%Added
STRS Ohio5,000$1.30M0.01%−4,777−48.9%Reduced
Firsthand Capital Management, Inc.5,000$1.30M1.12%−5,000−50.0%Reduced
Centaurus Financial, Inc.5,000$1.30M0.13%00.0%Unchanged
Blueshift Asset Management, LLC5,189$1.35M0.22%+1,794+52.8%Added
Engineers Gate Manager LP5,230$1.36M0.05%+2,703+107.0%Added
Bayesian Capital Management, LP5,280$1.37M0.26%+1,300+32.7%Added
Prudential Financial Inc5,187$1.38M0.00%+3,476+203.2%Added
CIBC Private Wealth Group, LLC5,674$1.47M0.00%+17+0.3%Added
M&T Bank Corp5,929$1.52M0.01%+477+8.7%Added
Verition Fund Management LLC5,965$1.55M0.03%+5,077+571.7%Added
Banco Santander, S.A.6,014$1.56M0.02%+3,228+115.9%Added
Vestcor Inc6,054$1.57M0.06%+5,086+525.4%Added